Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | CENTRAL VALLEY ADVISORS, LLC | $13.2M |
| 2 | Farther Finance Advisors, LLC | $3.2M |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $3.1M |
| 4 | Brookstone Capital Management | $1.3M |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $1.3M |
| 6 | CRUX WEALTH ADVISORS | $1.3M |
| 7 | ARQ WEALTH ADVISORS, LLC | $906.2K |
| 8 | Triumph Capital Management | $709.4K |
| 9 | Bright Futures Wealth Management, LLC. | $565.5K |
| 10 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $497.9K |
| 11 | TrustBank | $266.3K |
| 12 | YARGER WEALTH STRATEGIES, LLC | $202.1K |
| 13 | First Heartland Consultants, Inc. | $200.7K |
| 14 | Noble Wealth Management PBC | $9.2K |
| 15 | IFP Advisors, Inc | $6.6K |
| 16 | Mosley Wealth Management | $3.1K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$677.8K | |
| 2 | +$244.3K | |
| 3 | +$223.5K | |
| 4 | +$202.1K | |
| 5 | +$200.7K | |
| 6 | +$92.3K | |
| 7 | +$66.4K | |
| 8 | +$57.0K | |
| 9 | +$53.8K | |
| 10 | +$13.5K | |
| 11 | +$3.1K | |
| 12 | +$467 | |
| 13 | +$335 | |
| 14 | +$324 | |
| 15 | -$13.1K | |
| 16 | -$87.6K | |
| 17 | -$701.4K | |
| 18 | -$758.3K | |
| 19 | -$1.5M |